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Evercore (EVR) Competitors

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$300.79 +0.75 (+0.25%)
Closing price 03:59 PM Eastern
Extended Trading
$293.77 -7.02 (-2.33%)
As of 05:28 PM Eastern
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EVR vs. AMP, GS, HLI, JEF, KKR, LAZ, MC, MS, PIPR, and SF

Should you be buying Evercore stock or one of its competitors? The main competitors of Evercore include Ameriprise Financial (AMP), The Goldman Sachs Group (GS), Houlihan Lokey (HLI), Jefferies Financial Group (JEF), KKR & Co. Inc. (KKR), Lazard (LAZ), Moelis & Company (MC), Morgan Stanley (MS), Piper Sandler Companies (PIPR), and Stifel Financial (SF). These companies are all part of the "finance" sector.

Evercore vs. Its Competitors

Ameriprise Financial (NYSE:AMP) and Evercore (NYSE:EVR) are both large-cap finance companies, but which is the better stock? We will compare the two companies based on the strength of their institutional ownership, risk, valuation, analyst recommendations, media sentiment, earnings, dividends and profitability.

Ameriprise Financial has higher revenue and earnings than Evercore. Ameriprise Financial is trading at a lower price-to-earnings ratio than Evercore, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Ameriprise Financial$17.26B2.86$3.40B$29.4317.60
Evercore$2.98B3.95$378.28M$10.4528.78

In the previous week, Ameriprise Financial had 37 more articles in the media than Evercore. MarketBeat recorded 38 mentions for Ameriprise Financial and 1 mentions for Evercore. Ameriprise Financial's average media sentiment score of 1.29 beat Evercore's score of 0.35 indicating that Ameriprise Financial is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Ameriprise Financial
23 Very Positive mention(s)
3 Positive mention(s)
10 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Evercore
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

84.0% of Ameriprise Financial shares are owned by institutional investors. Comparatively, 86.2% of Evercore shares are owned by institutional investors. 0.7% of Ameriprise Financial shares are owned by company insiders. Comparatively, 6.1% of Evercore shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Ameriprise Financial has a beta of 1.23, meaning that its stock price is 23% more volatile than the S&P 500. Comparatively, Evercore has a beta of 1.43, meaning that its stock price is 43% more volatile than the S&P 500.

Ameriprise Financial pays an annual dividend of $6.40 per share and has a dividend yield of 1.2%. Evercore pays an annual dividend of $3.36 per share and has a dividend yield of 1.1%. Ameriprise Financial pays out 21.7% of its earnings in the form of a dividend. Evercore pays out 32.2% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Ameriprise Financial has increased its dividend for 21 consecutive years and Evercore has increased its dividend for 18 consecutive years. Ameriprise Financial is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Ameriprise Financial presently has a consensus target price of $524.71, suggesting a potential upside of 1.30%. Evercore has a consensus target price of $283.14, suggesting a potential downside of 5.87%. Given Ameriprise Financial's higher probable upside, research analysts clearly believe Ameriprise Financial is more favorable than Evercore.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Ameriprise Financial
2 Sell rating(s)
3 Hold rating(s)
1 Buy rating(s)
1 Strong Buy rating(s)
2.14
Evercore
0 Sell rating(s)
5 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.44

Ameriprise Financial has a net margin of 17.14% compared to Evercore's net margin of 14.13%. Ameriprise Financial's return on equity of 68.93% beat Evercore's return on equity.

Company Net Margins Return on Equity Return on Assets
Ameriprise Financial17.14% 68.93% 2.03%
Evercore 14.13%26.53%13.34%

Summary

Ameriprise Financial beats Evercore on 12 of the 20 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding EVR and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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EVR vs. The Competition

MetricEvercoreFIN IndustryFinance SectorNYSE Exchange
Market Cap$11.74B$101.40B$12.32B$21.15B
Dividend Yield1.12%1.86%5.53%3.58%
P/E Ratio28.7818.8519.0627.76
Price / Sales3.955.6826.0358.69
Price / Cash27.5324.5121.8423.00
Price / Book5.903.812.274.67
Net Income$378.28M$6.24B$998.01M$993.85M
7 Day Performance0.48%1.94%0.79%1.16%
1 Month Performance13.34%8.94%3.81%4.99%
1 Year Performance27.11%53.18%541.45%12.54%

Evercore Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
EVR
Evercore
4.2095 of 5 stars
$300.79
+0.3%
$283.14
-5.9%
+22.9%$11.74B$2.98B28.782,380Upcoming Earnings
AMP
Ameriprise Financial
4.308 of 5 stars
$539.34
+0.6%
$526.43
-2.4%
+27.3%$51.36B$17.26B18.3313,600Trending News
Earnings Report
Dividend Announcement
Gap Down
GS
The Goldman Sachs Group
4.796 of 5 stars
$713.30
+1.2%
$614.00
-13.9%
+45.6%$218.87B$126.85B16.5546,500Trending News
Dividend Increase
Analyst Forecast
Analyst Revision
HLI
Houlihan Lokey
4.382 of 5 stars
$194.71
+2.7%
$206.40
+6.0%
+35.7%$13.59B$2.39B33.461,100Upcoming Earnings
JEF
Jefferies Financial Group
4.4924 of 5 stars
$55.87
+2.2%
$66.00
+18.1%
+2.1%$11.52B$7.03B21.087,822Trending News
High Trading Volume
KKR
KKR & Co. Inc.
4.7812 of 5 stars
$139.43
-1.2%
$154.33
+10.7%
+25.6%$124.18B$21.88B58.834,834Upcoming Earnings
LAZ
Lazard
4.581 of 5 stars
$53.24
+2.6%
$51.00
-4.2%
+25.1%$6.00B$2.97B18.553,263Earnings Report
Dividend Announcement
Gap Up
MC
Moelis & Company
2.1132 of 5 stars
$70.83
+2.0%
$66.00
-6.8%
+9.8%$5.56B$1.28B32.491,309News Coverage
Positive News
Earnings Report
Dividend Announcement
MS
Morgan Stanley
4.8398 of 5 stars
$143.97
+1.2%
$136.69
-5.1%
+37.2%$230.97B$107.29B16.9080,000Trending News
Dividend Increase
Analyst Revision
PIPR
Piper Sandler Companies
N/A$305.47
+1.1%
$312.50
+2.3%
N/A$5.43B$1.53B26.701,805
SF
Stifel Financial
4.1412 of 5 stars
$110.33
+2.0%
$110.88
+0.5%
+34.3%$11.33B$5.00B21.109,000Positive News
Upcoming Earnings

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This page (NYSE:EVR) was last updated on 7/24/2025 by MarketBeat.com Staff
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